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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (2621)	3/11/1998 11:43:00 PM
From: Stitch	Respond to of 9980

Ramsey, Thanks for a very interesting and personal post. I think that China has a long way to go and has some very difficult hurdles ahead of it. But I am impressed with the determination, echoed in the rhetoric, to stay the course towards a more free market, and, ultimately, to join the league of enterprising nations. We mustn't judge by the lack of PC stores. By the way, it pretty much used to be that way in Kuala Lumpur as well. There is one building, downtown, called the IMBI building, that once housed virtually all the computer stores here. Only slowly, as computers got wider and wider acceptance as a home appliance, have PC stores popped up in the neighborhoods. It will likely be that way with China. (IMBI is still a great place to shop, piles and piles of hardware and software, new and old). That China has had to deal with corruption is of no surprise. The Economist article linked in a earlier post today mentions that corruption is a fairly common phenomena of new economys. There are parallels to the "robber barons" in America. Names like Carnegie, J.P. Morgan, Rockefeller, and Kennedy come to mind. I agree with your assessment of China as an investment playing filed. far too dangerous for my taste. But there are going to be some incredible bargains there. China has set in motion an unbelievable momentum IMO that will, with setbacks for sure, work its way towards joining the 21st century. My hope it will do so with an increased emphasis on human rights and personal freedoms. But even at that I suspect patience will be tested. You wrote: <<The only English words in the best museum, the Chinese History Museum, were "W.C.">> Thats a great place to start. :) Thanks again for your interesting post. best, Stitch

To: Ramsey Su who wrote (2621)	3/12/1998 9:36:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 9980

Rmasey, moi DELL-pusher? back from Beijing and noticed Mohan is trying to push DELL here also. Don't see the need to 'push' anything really,why would I? I do occasionally bring up a stock or two but can't recall 'recommending' one to anyone. Sorry, Mohan, I posted on DELL today hoping to flush out some of the more knowledgeable posters. Unfortunately, there are none on the DELL thread so I won't post there again. Wow,that is quite an assertion and a severe indictment of Dellheads,both knowledgeable and the ignorant.Perhaps you should think about shorting and that is no recommendation. Glad to hear you enjoyed the trip to China and thanks for the report. It should be very interesting to see what develops.